Exlservice (DE:LHV)
NASDAQ:LHV
LHV Stock Chart & Stats
€26.58
-€0.21(-0.49%)
At close: 4:00 PM EST
€26.58
-€0.21(-0.49%)
Day’s Range― - ―
52-Week Range€22.82 - €41.73
Previous CloseN/A
Volume0.00
Average Volume (3M)54.00
Market Cap
€3.90B
Enterprise Value€4.40B
Total Cash (Recent Filing)€253.76M
Total Debt (Recent Filing)€106.09M
Price to Earnings (P/E)18.4
Beta0.46
Next Earnings
Jul 23, 2026EPS Estimate
0.47Next Dividend Ex-DateN/A
Dividend YieldN/A
Share Statistics
EPS (TTM)1.58
Shares Outstanding152,782,930
10 Day Avg. Volume121
30 Day Avg. Volume54
Financial Highlights & Ratios
PEG Ratio0.98
Price to Book (P/B)7.49
Price to Sales (P/S)3.27
P/FCF Ratio22.92
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
€36.20Price Target Upside36.21% Upside
Rating ConsensusStrong Buy
Number of Analyst Covering7
EPS Forecast (FY)1.89
Revenue Forecast (FY)€1.98B
Bulls Say, Bears Say
Bulls Say
Data & AI-led Revenue MixThe rapid shift to Data & AI-led services—now 60% of revenue and growing 28%—represents a durable structural re‑mix toward higher-value, recurring analytics and AI offerings. This improves client stickiness, expands addressable market, supports higher pricing and scalable delivery models that sustain growth and margins over the medium term.
Improving Profitability & MarginsConsistently improving operating margins and strong net margin reflect durable operating leverage as revenue scales. Stable ~38% gross margins and rising EBIT margins indicate sustainable profitability from services and analytics mix, while high ROE points to efficient capital use that supports reinvestment and shareholder returns over multiple quarters.
Cash Generation & Capital ReturnsHigh operating and free cash flow with strong conversion (~85% of net income) provide durable financial flexibility to fund investments, repay debt, and execute share repurchases. This cash generation supports a repeatable capital allocation policy and reduces reliance on external funding for strategic initiatives over the coming 2–6 months.
Bears Say
Talent Constraints In Data ManagementChronic difficulty hiring specialized data-management talent is a structural constraint for scaling AI-led services. Persistent recruiting shortages can delay project delivery, raise labor costs, limit revenue capture from a fast-growing addressable market, and restrain margin expansion if outsourcing or premium pay is required to fill capacity gaps.
AI Productionization ComplexityThe long, complex path to move AI from pilot to production creates structural timing risk: slower monetization, extended implementation costs, and ongoing maintenance burdens. This lengthens sales cycles and can compress near-term returns on AI investments, slowing the pace at which pilots convert to recurring, outcome-based revenue streams.
Volatile Free Cash Flow & Balance-sheet VariabilitySignificant FCF volatility and noted balance-sheet timing effects reduce predictability of internal funding. Swings tied to working capital or classifications can force episodic reliance on credit for buybacks or investments, complicate multi-quarter planning, and increase execution risk for capital allocation despite healthy absolute cash balances.
Exlservice Holdings News
LHV FAQ
What was Exlservice’s price range in the past 12 months?
Exlservice lowest stock price was €22.82 and its highest was €41.73 in the past 12 months.
What is Exlservice’s market cap?
Exlservice’s market cap is €3.90B.
When is Exlservice’s upcoming earnings report date?
Exlservice’s upcoming earnings report date is Jul 23, 2026 which is in 49 days.
How were Exlservice’s earnings last quarter?
Exlservice released its earnings results on Apr 28, 2026. The company reported €0.496 earnings per share for the quarter, beating the consensus estimate of €0.458 by €0.039.
Is Exlservice overvalued?
According to Wall Street analysts Exlservice’s price is currently Undervalued.
Does Exlservice pay dividends?
Exlservice does not currently pay dividends.
What is Exlservice’s EPS estimate?
Exlservice’s EPS estimate is 0.47.
How many shares outstanding does Exlservice have?
Exlservice has 152,782,930 shares outstanding.
What happened to Exlservice’s price movement after its last earnings report?
Exlservice reported an EPS of €0.496 in its last earnings report, beating expectations of €0.458. Following the earnings report the stock price went up 6.615%.
Which hedge fund is a major shareholder of Exlservice?
Currently, no hedge funds are holding shares in DE:LHV
What is the TipRanks Smart Score and how is it calculated?
Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology
Exlservice Holdings Stock Smart Score
Underperform
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Analyst Consensus
Strong Buy
Average Price Target:
€36.20 (36.21% Upside)
€36.20 (36.21% Upside)
Blogger Sentiment
Bullish
DE:LHV Sentiment 70%
Sector Average ―
Sector Average ―
Insider Transactions
Sold Shares
Worth €127.2K over
the Last 3 Months
the Last 3 Months
News Sentiment
Neutral
Bullish news 50%
Bearish news 50%
Bearish news 50%
Technicals
SMA
Negative
20 days / 200 days
Momentum
-35.33%
12-Months-Change
Fundamentals
Return on Equity
27.16%
Trailing 12-Months
Asset Growth
>-0.01%
Trailing 12-Months
Company Description
Exlservice
ExlService Holdings, Inc. operates as a data analytics, and digital operations and solutions company in the United States and internationally. It operates through Insurance, Healthcare, Analytics, and Emerging Business segments. The company provides digital operations and solutions and analytics-driven services across the insurance industry in areas, such as claims processing, premium and benefit administration, agency management, account reconciliation, policy research, underwriting support, new business acquisition, policy servicing, premium audit, surveys, billing and collection, commercial and residential survey, and customer service using digital technology, artificial intelligence, machine learning, and advanced automation; digital customer acquisition services using a software-as-a-service delivery model through LifePRO and LISS platforms; subrogation services; and Subrosource software platform, an end-to-end subrogation platform. It also offers CareRadius, an integrated care management offering; and health care services related to care management, utilization management, disease management, payment integrity, revenue optimization and customer engagement to healthcare payers, providers, pharmacy benefit managers, and life sciences organizations. Further, it offers predictive and prescriptive analytics in the areas of customer acquisition and lifecycle management, risk underwriting and pricing, operational effectiveness, credit and operational risk monitoring and governance, payment integrity and care management, and data management. The company was founded in 1999 and is headquartered in New York, New York.
LHV Company Deck
LHV Earnings Call
Q1 2026
0:00 / 0:00
Earnings Call Sentiment|Positive
The call conveyed strong, broad-based operational and financial momentum driven by the rapid growth of the data and AI-led business (28% growth; now 60% of revenue), notable revenue and EPS beats (Q1 revenue +13.8% and adjusted EPS +20.2%), and an upward revision to full-year revenue and EPS guidance. Management also highlighted robust vertical performance, strong partnerships, a large recurring revenue base, and a healthy pipeline. Offsetting these positives are deliberate category migration effects (digital ops down 2%), higher SG&A and stated increased investments that temper full-year margin expectations, talent hiring constraints, and macro/geopolitical uncertainty. On balance, the highlights meaningfully outweigh the lowlights, reflecting a confident but prudent outlook as the company scales its AI-led offerings.View all DE:LHV earnings summariesLHV Stock 12 Month Forecast
Average Price Target
€36.20
▲(36.21% Upside)
Technical Analysis
Options Prices
Currently, No data available
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